What is the 13F Pro Quality Score for MSTR?

13F Pro ranks Strategy Inc (MSTR) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View MSTR's current score at https://13fpro.ai/research/MSTR (free sign-up required for the full ranking).

Where does 13F Pro source MSTR data?

All Strategy Inc fundamentals and ownership data come directly from SEC EDGAR. Strategy Inc files with the SEC under CIK 1050446. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is MSTR in?

Strategy Inc (MSTR) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is MSTR research updated on 13F Pro?

MSTR's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Strategy Inc(MSTR)Stock Analysis

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13F Pro Quality Score

25.4/100

Rank #2,547 of 2,879 stocks

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

29.6/100

Profitability

2.7/100

Balance Sheet

21.8/100

Earnings Quality

30.0/100

Free Cash Flow

20.3/100

Institutional Flow

99.0/100

Revenue Scale

36.1/100

Dilution Risk

15.4/100

MSTR Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Strategy Inc (MSTR), a Financials sector company. 13F Pro's AI-powered ranking engine scores MSTR at 25.4/100 on a 32-signal composite quality model, placing it at rank #2,547 of 2,879 stocks — the bottom half of the AI-ranked universe. MSTR scores in the top quartile across institutional flow (99.0). Areas of concern include profitability (2.7) and free cash flow (20.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 15.4/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Strategy Inc reports quarterly revenue of $124.3M, net income of $-12.5B, free cash flow of $13.0M. Top institutional holders of MSTR by reported 13-F value include First Eagle Investment Management,, Capital International Investors, BlackRock,, based on the most recent SEC filings. MSTR trades on the Nasdaq exchange and files with the SEC under CIK 1050446. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MSTR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Strategy Inc directly from SEC EDGAR. Strategy Inc's 13F Pro composite quality score has ranged between 8 and 60 since 2021, currently 25.4 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.

✦

Fun facts about Strategy Inc

Quirks, history, and lore behind MSTR — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financial services company · mid-cap · listed on Nasdaq · headquartered in Virginia.
2
The Numbers
Its corporate treasury holds more Bitcoin than any other public company on Earth — over 500,000 BTC — making the stock essentially a leveraged crypto bet.
3
The History
Founded in 1989, it spent its first decades selling business intelligence software — dashboards and analytics tools — to enterprise clients worldwide.
4
The Secret
The original software business still runs quietly in the background, but the company has issued billions in convertible notes and equity specifically to buy more Bitcoin — using itself as a treasury vehicle.
5
The Lore
Its chairman and co-founder became one of the most vocal Bitcoin maximalists on the internet, turning routine earnings calls into crypto sermons and coining the term 'digital gold standard.'
6
The Giveaway
Formerly known as MicroStrategy, it literally rebranded itself 'Strategy' to signal that hoarding Bitcoin IS the strategy — ticker and obsession intact.

▶ Think you know your stocks? Play the Daily Ticker

Revenue

Q1 2026

$124.3M

Net Income

Q1 2026

$-12.5B

Free Cash Flow

Q1 2026

$13.0M

D/E Ratio

Q1 2026

0.22

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-7.2% YoY

$463.5MFY 2024

FY20 $480.7MFY21 $510.8MFY22 $499.3MFY24 $463.5M

Net Income

+20.6% YoY

$-1.17BFY 2024

FY20 $-7.5MFY21 $-535.5MFY22 $-1.47BFY24 $-1.17B

Operating Income

-45.2% YoY

$-1.85BFY 2024

FY20 $-13.6MFY21 $-784.5MFY22 $-1.28BFY24 $-1.85B

EPS (Diluted)

-366.9% YoY

$-6.06FY 2024

FY20 $-0.08FY21 $-5.34FY22 $-1.30FY24 $-6.06

Total Assets

+972.2% YoY

$25.84BFY 2024

FY20 $1.47BFY21 $3.56BFY22 $2.41BFY24 $25.84B

Total Debt

+202.3% YoY

$7.19BFY 2024

FY20 $486.4MFY21 $2.16BFY22 $2.38BFY24 $7.19B

Op. Cash Flow

-1751.6% YoY

$-53.0MFY 2024

FY20 $53.6MFY21 $93.8MFY22 $3.2MFY24 $-53.0M

Metric	FY 2024	FY 2022	FY 2021	FY 2020	FY 2019	FY 2018
Revenue	$463.5M -7.2%	$499.3M -2.3%	$510.8M +6.2%	$480.7M -1.1%	$486.3M -2.3%	$497.6M
Net Income	$-1.17B +20.6%	$-1.47B -174.5%	$-535.5M -7017.0%	$-7.5M -121.9%	$34.4M +52.7%	$22.5M
Operating Income	$-1.85B -45.2%	$-1.28B -62.6%	$-784.5M -5658.0%	$-13.6M -1259.8%	$-1.0M -125.2%	$4.0M
EPS (Diluted)	$-6.06 -366.9%	$-1.30 +75.7%	$-5.34 -6751.3%	$-0.08 -123.4%	$0.33 +69.0%	$0.20
Total Assets	$25.84B +972.2%	$2.41B -32.2%	$3.56B +142.7%	$1.47B +59.9%	$916.6M +7.1%	$855.8M
Total Debt	$7.19B +202.3%	$2.38B +10.4%	$2.16B +343.1%	$486.4M	—	—
Operating Cash Flow	$-53.0M -1751.6%	$3.2M -96.6%	$93.8M +75.0%	$53.6M -11.9%	$60.9M +472.8%	$10.6M

AI Insight: MSTR Financial Trends

Massive operating losses and negative cash flow persist despite brief Q2–Q3 2025 profit spike; equity volatility signals financial instability.

• Operating income swung wildly: -$1,016M (Q4 2024) to +$14,032M (Q2 2025) to -$17,446M (Q4 2025), indicating extreme earnings volatility.

• Operating cash flow negative every quarter except Q1 2026 (+$14M); cumulative OCF deeply negative despite $10B+ net income in Q2 2025.

• Equity swung from $2.8B (Q2 2024) to $52.3B (Q3 2025) to $36.7B (Q1 2026); debt flat ~$8.2B across last five quarters.

⚠ Q1 2026 operating loss of -$14.5B and net loss of -$12.5B signal Q2–Q3 2025 profits were one-time, not sustainable.

⚠ Revenue flat $111–129M range over 8 quarters; no growth trajectory supports $8.2B debt load and equity swings.

AI Insight: MSTR Ratio Trends

Strategy Inc is deeply unprofitable with collapsing returns; Q1 2026 shows ROE of -136.9% and ROA of -92.5%, the worst quarterly result in the dataset.

• ROE plummeted to -136.9% in Q1 2026 from -112.7% in Q4 2025, extending a pattern of severe losses since Q1 2025.

• Leverage fell to 0.22 D/E in Q1 2026 from peak 1.41 in Q2 2024, indicating balance-sheet deleveraging despite operational distress.

• Q2 2025 showed brief profitability spike (ROE +84.4%, ROA +61.9%), but gains reversed sharply in Q4 2025 and Q1 2026.

⚠ Consecutive quarters of massive negative returns suggest structural profitability issues, not seasonal volatility; no path to recovery visible.

⚠ Q2 2025 profitability reversal unexplained in ratios alone; investigate whether one-time gain or sustainable operational shift.

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Available Research

13F Pro tracks comprehensive data for Strategy Inc including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of MSTR

First Eagle Investment Management, LLC
$16.6B20,000,000,000 sh
Capital International Investors
$3.9B31,441,761 sh
BlackRock, Inc.
$2.2B17,753,885 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.2B17,437,600 sh
Toroso Investments, LLC
$2.0B16,269,200 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.8B14,741,707 sh
JANE STREET GROUP, LLC
$1.8B14,720,700 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.8B14,077,512 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.7B13,407,100 sh
JANE STREET GROUP, LLC
$1.6B12,853,600 sh

Fund	Value	Shares
First Eagle Investment Management, LLC	$16.6B	20,000,000,000
Capital International Investors	$3.9B	31,441,761
BlackRock, Inc.	$2.2B	17,753,885
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.2B	17,437,600
Toroso Investments, LLC	$2.0B	16,269,200
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.8B	14,741,707
JANE STREET GROUP, LLC	$1.8B	14,720,700
VANGUARD CAPITAL MANAGEMENT LLC	$1.8B	14,077,512
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.7B	13,407,100
JANE STREET GROUP, LLC	$1.6B	12,853,600

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Is MSTR a good stock to buy?

13F Pro's AI-powered analysis of Strategy Inc (MSTR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MSTR are available on the MSTR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own MSTR?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MSTR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Strategy Inc's investment landscape.